The IAR Brochure (Form ADV Part 2B) is a document that provides essential details about the individual financial advisor (Investment Adviser Representative, or IAR) who will be working with you. It includes their education, experience, qualifications, any disciplinary history, and how they’re compensated. Think of it as a resume and disclosure document to help you better understand who manages your investments and ensure you’re comfortable working with them.
View the IAR Brochure (Form ADV Part 2B)
